Anic Equity¶
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Total return since start: 0.568 %¶
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Equity now: -----------------------------> 47906.81 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46511.86 Kr¶
PnL: ---------------------------------------> -376.71 Kr¶
DD now: ---------------------------------> -1.487 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 12:16:11.873403'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.150000 | 3213.600000 | 242.600000 | 8.170000 | 2971.000006 |
| HEBA B | 70 | 2.800000 | 2831.500000 | 195.500000 | 7.420000 | 2636.000010 |
| Corem Property Group B | 59 | 1.730000 | 624.220000 | 47.220000 | 8.180000 | 576.999999 |
| AcadeMedia | 12 | 0.730000 | 597.600000 | 40.600000 | 7.290000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.360000 | 393.400000 | 38.400000 | 10.820000 | 355.000000 |
| MedCap | 2 | 2.920000 | 458.000000 | 37.000000 | 8.790000 | 421.000000 |
| HMS Networks | 2 | 2.570000 | 702.400000 | 29.400000 | 4.370000 | 673.000000 |
| Boozt | 12 | -0.210000 | 1682.400000 | 28.400000 | 1.720000 | 1653.999996 |
| Resurs Holding | 22 | 0.110000 | 601.700000 | 27.700000 | 4.830000 | 573.999998 |
| SAAB B | 8 | -1.070000 | 3403.200000 | 26.200000 | 0.780000 | 3377.000000 |
| OEM International B | 7 | 1.030000 | 551.600000 | 23.600000 | 4.470000 | 527.999997 |
| Eastnine | 4 | 0.790000 | 512.800000 | 21.800000 | 4.440000 | 491.000000 |
| Intrum | 4 | 2.010000 | 546.800000 | 19.800000 | 3.760000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 2.040000 | 578.550000 | 16.550000 | 2.940000 | 562.000005 |
| Coor Service Management Hold. | 8 | 2.470000 | 548.400000 | 16.400000 | 3.080000 | 532.000000 |
| Norva24 Group | 16 | -0.340000 | 558.080000 | 15.080000 | 2.780000 | 543.000000 |
| FM Mattsson Mora Group B | 50 | -1.340000 | 2935.000000 | 8.000000 | 0.270000 | 2927.000000 |
| Karnov Group | 9 | 0.170000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| CTEK | 13 | 1.280000 | 536.770000 | 2.770000 | 0.520000 | 533.999999 |
| Swedbank A | 3 | -0.190000 | 566.250000 | 2.250000 | 0.400000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.990000 | 248.160000 | 2.160000 | 0.880000 | 246.000000 |
| Securitas B | 6 | 1.150000 | 570.480000 | 0.480000 | 0.080000 | 570.000000 |
| Creaspac SPAC | 6 | -0.210000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Midsona B | 63 | 3.820000 | 581.490000 | -1.510000 | -0.260000 | 582.999984 |
| Handelsbanken A | 5 | 0.050000 | 544.250000 | -1.750000 | -0.320000 | 546.000000 |
| Essity B | 2 | -1.630000 | 568.000000 | -6.000000 | -1.050000 | 574.000000 |
| Nordea Bank Abp | 29 | -0.150000 | 3443.460000 | -10.540000 | -0.310000 | 3453.999992 |
| Essity A | 4 | -1.220000 | 1136.000000 | -13.000000 | -1.130000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -0.360000 | 3829.000000 | -21.000000 | -0.550000 | 3850.000000 |
| International Petroleum Corp. | 5 | 3.100000 | 565.000000 | -29.570000 | -4.970000 | 594.565215 |
| Vivesto | 1368 | -0.930000 | 551.300000 | -61.700000 | -10.070000 | 612.999432 |
| Axfood | 13 | 0.180000 | 3667.300000 | -88.700000 | -2.360000 | 3756.000001 |
| OX2 | 18 | -0.750000 | 1438.200000 | -225.800000 | -13.570000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.450000 | 3501.750000 | -309.250000 | -8.110000 | 3810.999990 |
| Ovzon | 52 | 0.900000 | 2906.800000 | -455.200000 | -13.540000 | 3361.999992 |
| TOTAL | 46511.860000 | -376.710000 | -1.4869% | 46888.564618 |
Updated:¶
'2023-01-23 12:16:24.592757'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
